Cisco - TechWire

Cisco

2025.09.07

08:02

In the past week, many leading technology companies with a market capitalization of hundreds of billions of yuan have been surveyed by over 100 institutions.

Institutional research covered over 630 stocks in the past week. Many leading tech companies valued at over 100 billion yuan each received coverage from over 100 institutions, including Montage Technology, Lens Technology, AMEC, and OmniVision. In terms of market performance, the average decline for institutionally covered stocks in the past week was over 1%. Montage Technology stated in the research that its strategic goal for the next five to ten years is to gradually grow into a leading international fully interconnected chip design company, focusing on transportation chips. Through continuous R&D and innovation, Montage aims to provide users with a diverse and competitive portfolio of high-speed interconnect chip solutions, enabling more efficient and stable data connectivity in cloud computing and artificial intelligence infrastructure.

2025.09.04

21:04

Cisco and Nvidia launch "Secure AI Factory"

Cisco and NVIDIA have launched the "Secure AI Factory" to unleash the potential of enterprise data and serve agent-based artificial intelligence (Agentic AI).

21:03

Market news: Cisco (CSCO.O) and Nvidia (NVDA.O) have launched the "Secure AI Factory" to unleash the potential of enterprise data and serve agent-based artificial intelligence (Agentic AI).

09:42

Hong Kong-listed Apple-related stocks strengthened in early trading, with Gowin Electronics (01415.HK) and Lens Technology (06613.HK) rising more than 5%, BYD Electronics (00285.HK) rising nearly 5%, and AAC Technologies (02018.HK) rising nearly 4%.

09:37

The A-share consumer electronics sector continued to rise, with Shenglan shares rising by more than 11%, Yidong Electronics and Shengli Precision rising by nearly 10%, and Tonglian Precision, Green Precision and Lens Technology following suit.

09:35

Consumer electronics stocks surged in early trading, with Shengli Precision rising nearly 10%.

The consumer electronics sector surged at the beginning of the session, with Shengli Precision rising nearly 10%, Shenglan shares rising more than 9%, and Yidong Electronics, Green Precision, and Lens Technology all rising.

2025.09.03

15:54

Hisense: HSK47388 tablets' new indication approved for clinical trial

Hisense announced that it recently received a "Notice of Approval for Drug Clinical Trial" from the National Medical Products Administration (NMPA). The company's independently developed oral, potent, and highly selective drug, HSK47388 tablets, is intended for the treatment of autoimmune diseases. Preclinical study results showed that HSK47388 exhibited significant efficacy in a rat enteritis model, along with good tolerability and a wide safety window. This application marks another new clinical trial application for HSK47388 tablets in the field of autoimmune diseases, potentially providing a new treatment option for patients with autoimmune diseases.

2025.09.02

14:17

10:04

09:58

The A-share military industry sector fluctuated downward, with Jie'an Hi-Tech falling more than 10%, Koss Technology and Xinleineng falling more than 8%, and Runjian Co., Ltd., Maixinlin and Kangda New Materials all falling more than 6%.

2025.09.01

17:26

Lens Technology: Mass production of new models began in June and the company has reached full production.

Regarding the news of a client's upcoming new phone release, Lens Technology stated during an institutional visit that mass production of this year's new phone began in June, and the company has reached full capacity and is rapidly progressing according to the client's production plan and order guidelines. This year, the client has introduced new styles and designs, which have generated strong market interest and high consumer anticipation for the new phones. As a core supplier of exterior and structural components, the company expects the highest unit value growth in its products this year and next, with a simultaneous increase in market share, which will positively impact its performance.

16:15

Hisense: HSK47977 tablets approved by FDA for drug clinical trials

Hisun Pharmaceuticals announced that it recently received a Study May Proceed Letter (SPL) from the U.S. Food and Drug Administration (FDA) for HSK47977 tablets. According to FDA regulations, after review, the clinical trial application for HSK47977 tablets was found to meet the relevant drug registration requirements and the FDA has approved the product for clinical trials. HSK47977 tablets is an oral BCL6 (human B-cell lymphoma factor 6) PROTAC small molecule formulation independently developed by Hisun Pharmaceuticals. It can target and degrade the BCL6 protein, thereby inhibiting the occurrence and progression of tumor cells, and is intended for the treatment of lymphoma. In multiple preclinical studies, HSK47977 has demonstrated potent anti-tumor activity, strong target selectivity, and an ideal safety window. This project, with no other drugs targeting the same target entering clinical trials in China, is a potential first-in-class product.

2025.08.29

17:23

Morgan Stanley increased its long position in Lens Technology's H shares to 9.2%.

According to the Hong Kong Stock Exchange, Morgan Stanley's long position in Lens Technology's H shares increased from 8.75% to 9.2% on August 26, 2025.

2025.08.26

19:41

Koss Technology: Net loss of 109 million yuan in the first half of 2025, a year-on-year decrease of 22.23%

Kosei Technology announced that its operating revenue for the first half of 2025 reached 154 million yuan, a year-on-year increase of 40.54%. Its net loss attributable to shareholders of the listed company was 109 million yuan, a year-on-year decrease of 22.23%. Its basic earnings per share were -0.6966 yuan per share, a year-on-year increase of 22.20%.

16:10

Hong Kong Stock Market Close: Hang Seng Index fell 1.18%, Hang Seng Tech Index fell 0.74%

At the close of Hong Kong trading, the Hang Seng Index fell 1.18%, and the Hang Seng Tech Index fell 0.74%. The Hong Kong Tech ETF (159751) fell 0.68%, and the Hang Seng Hong Kong Stock Connect ETF (159318) fell 0.92%. Among sectors, multi-category retail and gas saw the largest gains, while communications equipment and healthcare equipment saw the largest declines. Among individual stocks, Lens Technology rose 5.36%, Shandong Gold rose 4.48%, while Oriental Select fell 11.2% and Xintai Medical fell 12.75%. NagaCorp rose 17.94%, and Huabao International rose 11.9%.

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